BOH

Bank of Hawaii Portfolio holdings

AUM $1.89B
1-Year Est. Return 17.31%
This Quarter Est. Return
1 Year Est. Return
+17.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.89M
3
+$2.72M
4
DIS icon
Walt Disney
DIS
+$2.54M
5
JPM icon
JPMorgan Chase
JPM
+$2.1M

Top Sells

1
+$4.41M
2
+$2.44M
3
+$2.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.74M
5
BND icon
Vanguard Total Bond Market
BND
+$1.63M

Sector Composition

1 Healthcare 11.29%
2 Energy 9.25%
3 Consumer Staples 8.84%
4 Industrials 7.68%
5 Technology 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.1%
13,470
+744
177
$990K 0.1%
7,951
-611
178
$972K 0.1%
+13,192
179
$963K 0.1%
22,198
-1,165
180
$961K 0.1%
11,831
-1,522
181
$952K 0.1%
40,929
-4,103
182
$948K 0.09%
18,844
-18,998
183
$934K 0.09%
96,771
-3,129
184
$933K 0.09%
55,500
-24,440
185
$925K 0.09%
35,016
+25,633
186
$918K 0.09%
16,957
+256
187
$916K 0.09%
27,881
-520
188
$907K 0.09%
9,991
+1,436
189
$906K 0.09%
12,426
+2,976
190
$906K 0.09%
12,128
-12,222
191
$874K 0.09%
38,090
-26,890
192
$857K 0.09%
10,085
-1,155
193
$852K 0.09%
16,985
+1,742
194
$843K 0.08%
40,500
195
$843K 0.08%
11,524
-253
196
$837K 0.08%
17,710
+1,206
197
$836K 0.08%
12,484
+1,499
198
$835K 0.08%
9,488
199
$826K 0.08%
43,200
-1,796
200
$808K 0.08%
13,116
-1,628
6 7
8
9 10